EFM

E Fund Management Portfolio holdings

AUM $2.1B
1-Year Est. Return 23.31%
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$8.56M
3
+$3.24M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3.14M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$3.08M

Top Sells

1
+$40.9M
2
+$7.48M
3
+$5.75M
4
STAA icon
STAAR Surgical
STAA
+$4.82M
5
SE icon
Sea Limited
SE
+$3.38M

Sector Composition

1 Consumer Discretionary 45.37%
2 Technology 25.37%
3 Communication Services 8.93%
4 Healthcare 6.43%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$207K 0.02%
3,924
-302
252
$207K 0.02%
97,708
+26,473
253
$207K 0.02%
10,307
-3,185
254
$206K 0.02%
13,437
+315
255
$206K 0.02%
9,263
+1,412
256
$204K 0.02%
3,349
-1,081
257
$204K 0.02%
11,726
-914
258
$203K 0.02%
784
-65
259
$202K 0.02%
7,878
-589
260
$201K 0.02%
435
-8
261
$199K 0.02%
25,455
-5,468
262
$191K 0.01%
14,397
+1,499
263
$182K 0.01%
43,955
-19,726
264
$172K 0.01%
10,709
+159
265
$168K 0.01%
+45,010
266
$168K 0.01%
11,172
-767
267
$166K 0.01%
18,596
-8,198
268
$165K 0.01%
+12,010
269
$164K 0.01%
3,625
+652
270
$163K 0.01%
19,403
-14,305
271
$149K 0.01%
12,176
-3,465
272
$135K 0.01%
20,075
+9,422
273
$128K 0.01%
40,325
-736
274
$125K 0.01%
+26,065
275
$120K 0.01%
2,144
+734
9 10
11
12 13